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iShares Morningstar Mid-Cap Growth ETF

359 hedge funds and large institutions have $1.69B invested in iShares Morningstar Mid-Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 120 increasing their positions, 132 reducing their positions, and 29 closing their positions.

Holders
359
Holders Change
+5
Holders Change %
+1.41%
% of All Funds
4.82%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
39
Increased
120
Reduced
132
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BTD
301
BankPlus Trust Department
Mississippi
$141K
NB
302
NBT Bank
New York
$133K
FP
303
Financial Perspectives
Minnesota
$125K +$241 +3 +0.2%
BCMLT
304
Beacon Capital Management LLC (Tennessee)
Tennessee
$119K -$4.01K -50 -3%
CF
305
Centaurus Financial
California
$106K +$106K +1,316 New
MWM
306
MGB Wealth Management
Texas
$104K
CWP
307
Concord Wealth Partners
Virginia
$86.3K +$86.3K +1,076 New
SS
308
Sunbelt Securities
Texas
$83K +$83K +1,098 New
HNB
309
Huntington National Bank
Ohio
$74.1K -$29.3K
OA
310
Operose Advisors
Wisconsin
$71.2K
MFT
311
Moisand Fitzgerald Tamayo
Florida
$62.1K
OSAM
312
O'Shaughnessy Asset Management
Connecticut
$59.5K -$40.9K -510 -41%
NS
313
NBC Securities
Alabama
$58K
TCM
314
TD Capital Management
Tennessee
$57.8K +$80 +1 +0.1%
CPA
315
Compass Planning Associates
Massachusetts
$57.7K +$17.6K +219 +44%
Franklin Resources
316
Franklin Resources
California
$50.3K -$16K -200 -24%
GEA
317
Glen Eagle Advisors
New Jersey
$50K +$11.9K +148 +31%
Russell Investments Group
318
Russell Investments Group
United Kingdom
$49.2K +$11.2K +139 +29%
MA
319
MCF Advisors
Kentucky
$44.1K
SL
320
Salomon & Ludwin
Virginia
$41.6K
TFGT
321
TS Financial Group (TSFG)
Illinois
$41K +$80 +1 +0.2%
HHGA
322
Halbert Hargrove Global Advisors
California
$36.9K -$2.97K -37 -7%
CAL
323
Capital Advisors Ltd
Ohio
$36K
OC
324
Oakworth Capital
Alabama
$33.7K
SJIM
325
St. Johns Investment Management
Florida
$32.1K -$8.02K -100 -20%